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Morgan Stanley
MS

Overview Fund Activity

1,038 hedge funds and large institutions have $60.4B invested in Morgan Stanley in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 361 increasing their positions, 410 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
22.5%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.39%
New
103
Increased
361
Reduced
410
Closed
98
Calls
$995M
Puts
$1.89B
Net Calls
-$893M
Net Calls Change
-$25.2M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$401M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$240M
3
TCIM
TIAA CREF Investment Management
New York
+$217M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$139M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$94.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$601M
2
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$312M
3
BlackRock
BlackRock
New York
-$252M
4
State Street
State Street
Massachusetts
-$222M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
AEPG
776
American Economic Planning Group
New Jersey
$247K -$4.98K -118 -2%
IB
777
Intrust Bank
Kansas
$246K -$25.3K -599 -9%
SS
778
Sunbelt Securities
Texas
$246K +$12.1K +287 +5%
HB
779
Homrich & Berg
Georgia
$246K +$246K +5,834 New
GPA
780
Garrison Point Advisors
California
$244K – – –
KA
781
KLCM Advisors
Wisconsin
$240K -$55.6K -1,317 -19%
LC
782
Loews Corp
New York
$239K – – –
CA
783
Calton & Associates
Florida
$239K +$8.47K +201 +4%
WWM
784
Western Wealth Management
Colorado
$237K +$3.56K +84 +2%
MWPCG
785
Measured Wealth Private Client Group
New Hampshire
$235K +$235K +5,579 New
PWAG
786
Polaris Wealth Advisory Group
California
$234K – – –
BBHC
787
Brown Brothers Harriman & Co
New York
$234K +$81.2K +1,924 +53%
ASN
788
Advisory Services Network
Georgia
$233K +$2.53K +60 +1%
CHAM
789
Clear Harbor Asset Management
Connecticut
$232K -$115K -2,737 -33%
PL
790
Perpetual Ltd
Australia
$232K – – –
FI
791
Fosun International
China
$231K -$403K -9,564 -64%
FFBTD
792
First Financial Bank - Trust Division
Ohio
$231K -$1.82K -43 -0.8%
GCC
793
Game Creek Capital
Massachusetts
$231K +$231K +5,477 New
BBNA
794
Bremer Bank National Association
Minnesota
$230K +$230K +4,774 New
IIA
795
IPG Investment Advisors
California
$230K – – –
CAM
796
CenterStar Asset Management
Illinois
$229K -$27K – –
SYBT
797
Stock Yards Bank & Trust
Kentucky
$229K +$229K +5,435 New
BWAM
798
Boyd Watterson Asset Management
Ohio
$229K +$229K +5,435 New
CIM
799
Confluence Investment Management
Missouri
$228K -$22.2K -526 -9%
BBA
800
BLB&B Advisors
Pennsylvania
$225K -$29.9K -710 -12%
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